Transfer Credit Balance
Transfer a credit on one visit and apply to another visit.
Note: Adjustment codes will have to be set up in Adjustment Maintenance before this can be done.
Adjust Credit
1. Open the Ledger tab.
2. Select the visit with a credit and click to highlight.
3. Click on the Add Adjustment button.
4. Type adjustment code .
5. Click the arrow on the line with the credit and type '-' and then the amount to transfer. In our example we typed -2.00
The total amount in the Applied column will display in parentheses (2.00)
6. Click Save.
Apply Credit
7. Click to highlight the visit to which the credit will be applied.
8. Click Add Adjustment button.
9. Type adjustment code for balance transfer.
10. Type credit amount as shown in the Applied column. 2.00
11. Click Save.
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